Sara Probert Email & Phone Number

California, United States

San Francisco Bay Area

• Provide administrative support to team of 6 C-Suite Wealth Advisors managing a total portfolio worth over $3 billion• Extensive calendar coordination between internal and external parties across all world time zones• Coordination of domestic travel logistics including flights, hotels, transportation, dining and meetings• Update and maintain Salesforce CRM database, data entry• Prepare Advisors for client meetings, including creating and preparing presentations, meeting… Show more • Provide administrative support to team of 6 C-Suite Wealth Advisors managing a total portfolio worth over $3 billion• Extensive calendar coordination between internal and external parties across all world time zones• Coordination of domestic travel logistics including flights, hotels, transportation, dining and meetings• Update and maintain Salesforce CRM database, data entry• Prepare Advisors for client meetings, including creating and preparing presentations, meeting materials, and reports• General administrative duties including written correspondence, answering phones, expense management and client gifting• Prepare monthly, quarterly and annual financial statements for clients and accountants• Foster client relationships by serving as the primary point of escalation for inquiries and administrative requests, ensuring a responsive and hospitality-focused approach• Coordinate and execute internal and external marketing events, managing participant outreach, venue rental and set up, vendor coordination, and budget proposals• Organize office events including team dinners, happy hours, and Holiday Gatherings• Assist with new employee onboarding; orientation, troubleshooting practices and ongoing training Show less

Marin County

My primary goal at Paseo Properties was to provide support to our team and ensure the highest level of service for our clients. As a small business, the ability to multitask, work without supervision and constantly reprioritize projects and deadlines to ensure timely and efficient completion of a task is vital. General responsibilities included: -Provided administrative support for team of 5; available 24/7 for emergencies-Coordinated business calendar for office and… Show more My primary goal at Paseo Properties was to provide support to our team and ensure the highest level of service for our clients. As a small business, the ability to multitask, work without supervision and constantly reprioritize projects and deadlines to ensure timely and efficient completion of a task is vital. General responsibilities included: -Provided administrative support for team of 5; available 24/7 for emergencies-Coordinated business calendar for office and agents-Prepared and executed legal documentation including leases, management agreements and purchase contracts-Recorded and paid invoices, reconciled checking accounts and prepared monthly income and expense reports-General office duties included ordering supplies, coordinating meetings, troubleshooting IT equipment, filing and data entry-Created and implemented a filing system adhering to current California codes-Completed new employee onboarding; orientation, constant support, troubleshooting practices and ongoing training-Developed office policies and procedures, identified opportunities for process and office management improvements-Responsible for coordinating office outings, including dinners, happy hour, and Holiday gatherings-Prepared end of year tax filing reports for clients and file 1099’s with the IRS-Onboarded new clients; gathered tax information, documentation and executed outreach-Budget for and pay property expenses, including taxes, mortgages, utilities, payroll, insurance premiums and maintenance costs -Advertise vacancies, show properties, screen tenants for compliance and negotiate lease terms -Arrange contracts for maintenance, trash removal, landscaping, security and other ongoing services-Coordinate, budget and supervise remodel of rental units Show less

San Francisco Bay Area

- Provided administrative support to two managing partners- Coordinated domestic travel logistics including hotels, transportation and meetings for associates- Coordinated business and personal calendars for all agents- Prepared Agent for appointments including travel logistics, meeting materials and catering- Responsible for keeping our CRM database up to date- Provided personal assistance; executed errands, coordinated travel and social events, gifts and ad-hoc tasks-… Show more - Provided administrative support to two managing partners- Coordinated domestic travel logistics including hotels, transportation and meetings for associates- Coordinated business and personal calendars for all agents- Prepared Agent for appointments including travel logistics, meeting materials and catering- Responsible for keeping our CRM database up to date- Provided personal assistance; executed errands, coordinated travel and social events, gifts and ad-hoc tasks- Managed online programs and social media communications through Facebook, Instagram, Pinterest, LinkedIn, and YouTube- General bookkeeping, including review and submission of weekly payroll reports - Developed marketing materials including sales fliers, promotional emails, social media ads, property fliers, and craigslist ads- Transaction Coordinator; created disclosure packages, reviewed paperwork and ensured signing of all documents- Created timeline and coordinated the contract to close process on all deals- Maintained and updated company webpage - Researched and compiled list of prospective clients- Oversaw preparation of new listings for market; coordinated appointments, inspections and drafted legal documents- Assist with holding open homes and private showings- Coordinate the contract to close process on all deals- Maintain positive consumer relations and resolve any consumer complaints immediately Show less

San Francisco Bay Area

• Staffing events• Inventory and delivering kits• Ensuring timely and effective event recap submittal• Coordinating demos• Conducting employee training• Introducing prospective customers to new and exciting products in a broad range of merchandise• Tracking and reimbursing business expenses• Data capture

Concord, Ca

- Provided administrative support to regional manager and national trainer- Coordinated domestic travel logistics including flights, hotels, transportation, training and meetings for associates- Coordinated sales and marketing events; research and book venues, coordinated catering and booked presentations - Tracked office and store supplies; placed weekly orders and performed monthly audits- Maintained office budget and performed expense tracking and reimbursement-… Show more - Provided administrative support to regional manager and national trainer- Coordinated domestic travel logistics including flights, hotels, transportation, training and meetings for associates- Coordinated sales and marketing events; research and book venues, coordinated catering and booked presentations - Tracked office and store supplies; placed weekly orders and performed monthly audits- Maintained office budget and performed expense tracking and reimbursement- Responsible for posting job openings, reviewing resumes for qualified candidates, scheduling interviews and hiring- Established training curriculum and implemented training techniques for 5 regions- Directly supervised 5 employees, responsible for education of more than 45 employees in 10 stores- Compile and submit sales data on both a daily and monthly basis- Review and submit weekly payroll reports- Maintain positive consumer relations and resolve any consumer complaints- Educate consumers and employees in lecture style seminars to present product information or general store policies Show less

Associate'S Degree, Business Administration And Management, General

Certificate Of Completion, Real Estate

Associate Of Arts And Sciences (Aas), Automotive Engineering Technology/Technician